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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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1659 results found

  1. match custom export headers match mail merge fields

    match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.

    3 votes
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  2. Move the chat button to bottom left side of page, rather than right.

    Can we move the Redtail chat button to the bottom left side of the page, rather than the bottom right. It's current placement gets in the way of seeing dates when information is added.

    3 votes
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  3. calendar dots

    I would like the option to remove the new pink dots with user initials from the monthly calendar. I understand that they may be useful for some, but for me, they take up a lot of visual space and are not helpful.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  4. CRM Updates 3/21/24

    The updates that were rolled out 3/21/24 make the screens hard to read. It would help if the background had a darker shading or there were lines to help visually break up the screen somehow.

    3 votes
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  5. New Look

    Not a fan of the new look. Bigger does NOT equal better - now less fits on the screen and more scrolling is required. Please bring back the old layout!!

    3 votes
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  6. Differentiate between the areas on.

    The new layout needs to have shading for the side boxes - too much white on the screen. Need to be able to see the different "areas". Maybe shade or put back some type of outline.

    3 votes
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  7. Overwhelmingly bright, and not enough definition between sections

    This new layout is fine, but the screen is painfully bright. It literally hurts to look at. Everything feels washed out, and there is not enough definition between categories. Some defined contrast between background and the widgets would be greatly appreciated.

    3 votes
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  8. Revert Back to Old Redtail Font and Colors

    Please revert back to the darker, larger font and colors. The screens are almost all white now, making it harder to differentiate between things. These changes have made it harder to work and focus on specific item, much less be easy to view.

    3 votes
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    0 comments  ·  Timeline  ·  Admin →
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  9. Need more contrast in the new CRM screen!

    Give us the option to have more contrast in the new CRM screen. As a low vision person, I can hardly distinguish between the boxes. The very light grey type is ridiculously hard to see on both the calendar for those of us with already compromised vision. It is obvious that whoever designed this new screen didn't take into account people with vision disabilities!

    3 votes
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  10. Move the navigation arrows back to the left with Today button on calendar

    Please move the navigation arrows back to the "TODAY" button on the left side of the calendar so that all the navigation is close together. This is more efficient. Also making those arrows actual buttons would be visually more distinctive than just what looks like text on the screen currently. Thank you.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  11. PLEASE make an option to select my default on Privacy (I want it to default to Just Me)

    Let people working in the same "office" select their privacy defaults so that if some information is confidential etc. we don't have to manually go through and select that every time I create a new activity

    3 votes
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  12. Workflow title in task description window

    Have the workflow title in the task description window so you can have a reference to which workflow you're working on.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  13. printing notes

    Recently we noticed that when we print a note it is automatically inserting a letter "A" after multiple spaces. The additional letter is causing issues when reading the printed note, especially since it doesn't show in the actual note/activity on Redtail. Can this feature be removed so it doesn't show anymore, please?

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  14. Help our eyes...PLEASE make the background a different color!

    The background color of the app needs to be an actual color, not "almost white". I stare at a 32" screen all day and staring at a totally WHITE screen is killing my eyes! There either needs to be a color or some lines that define the boxes. We have Redtail open all day and it is just so bright! My eyes hurt by the end of the day.

    3 votes
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  15. Just an important comment about updates

    So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.

    3 votes
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  16. Detailed AUM

    Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.

    3 votes
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  17. Bring back the grid lines!

    Bring back the grid lines separating sections from each other on screen. Sidebars look better when there is a delineation from the other info (color difference, black line, something, anything!)

    3 votes
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  18. Hover over titles on new collapsed sidebar

    With the new updated look to Redtail - I like the collapsible side bar! BUT can we have the "titles" or names of each icon show up when we hover over them so we do not have to re-open the sidebar to see what each icon means? Kind of like how we can hover over an appointment in the calendar and the details pop up. Thanks!

    3 votes
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  19. Bulk Complete Workflows

    It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.

    For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  20. AUM total

    Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient

    3 votes
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